Private Banker

Role Overview

Private Banker at Barclays, based in the Middle East region.

Role Purpose

Deliver exceptional sales and business performance by acquiring, developing and maintaining highly proactive, long-term client relationships. Protect Barclays reputation through sound risk decisions by managing client groups within their risk profile and appropriate regulatory framework.

Key Responsibilities

Client Relationship Management

• Manage and grow client relationships and acquire new clients, identifying and managing solutions to meet a wide range of client needs.
• Establish a sound understanding of the strategy of clients in your portfolio through regular proactive contact.
• Respond to client and prospect queries and requests and identify opportunities that will deliver long-term commercial reward.
• Act as a senior ambassador for Barclays Private Bank across the Middle East, strengthening the firm's presence and reputation in the region.
• Leverage an established professional network to generate new client opportunities and strategic referral partnerships.
• Act as principal contact point for key clients and counterparts in other functions and business divisions.

Risk Management & Compliance

• Manage operational, reputational, financial crime and credit risk for the portfolio to avoid exposing Barclays to undue risk.
• Ensure all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards Service.
• Escalate breaches of policies and procedures appropriately.
• Foster and guide compliance and ensure regulations are observed and that relevant processes are in place to facilitate adherence.

Strategic Leadership

• Support the continued growth of the UAE franchise through market insight, client acquisition and collaboration with key stakeholders across Barclays.
• Manage the direction of a large team or sub-function, leading other people managers and embedding a performance culture aligned to the values of the business.
• Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function-wide strategic initiatives.
• Contribute to and influence policy and procedures for the function and plan, manage and consult on multiple complex and critical strategic projects, which may be business-wide.
• Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function.
• Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area.

Thought Leadership & External Relations

• Demonstrate extensive knowledge of how the function integrates with the business division and Group to achieve overall business objectives.
• Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector and functional knowledge, and insight into external market developments and initiatives.
• Focus on the external environment, regulators or advocacy groups to both monitor and influence on behalf of Barclays, when appropriate.
• Negotiate with and influence stakeholders at a senior level both internally and externally.
• Mandated as a spokesperson for the function and business division.

Mentoring & Development

• Mentor and support junior colleagues, sharing market expertise and contributing to the development of the wider Private Banking team.
• Train, guide and coach less experienced specialists.
• Provide information affecting long-term profits, organisational risks and strategic decisions.

Problem-Solving & Analysis

• Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex and sensitive situations.

Qualifications & Experience

• Proven experience operating as a Director-level Private Banker or equivalent, managing a substantial portfolio of HNW/UHNW clients and delivering sustained growth in assets, revenues and client relationships.
• Strong experience across the Middle East wealth management market, with a demonstrable network of clients, intermediaries, family offices, professional advisers and centres of influence within the region.
• Proven track record of acquiring and developing UHNW client relationships and generating significant net new assets.
• Deep understanding of the cultural, regulatory and commercial dynamics of the Middle East private wealth landscape.

Skills & Competencies

• Commercial acumen and ability to originate new business opportunities.
• Ability to act as a trusted adviser to clients with complex and international wealth needs.
• Leadership behaviours aligned to LEAD: Listen and be authentic; Energise and inspire; Align across the enterprise; Develop others.
• Demonstration of Barclays Values: Respect, Integrity, Service, Excellence and Stewardship.
• Demonstration of Barclays Mindset: Empower, Challenge and Drive.